+76.2%
UBER vs BN
+33.2%
+43.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.9% | -1.6% |
| 7D | -7.0% | -3.0% | -4.0% | -5.3% |
| 30D | -8.9% | -13.0% | +4.1% | -0.9% |
| 3M | +1.0% | -15.2% | +16.2% | +11.3% |
| 6M | -3.7% | -5.9% | +2.2% | -1.4% |
| YTD | -13.0% | -15.8% | +2.8% | -5.5% |
| 1Y | -25.5% | -12.2% | -13.3% | -21.8% |
| 3Y | +50.5% | +72.2% | -21.7% | -10.2% |
| 5Y | +76.2% | +33.2% | +43.0% | +34.0% |
| All | +76.2% | +33.2% | +43.0% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling